See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,479 | $53,018-91.6% | $70,014-93.6% | $62,891-92.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.61% | 13.35%-6.7pp | 12.99%-6.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $240 | $1,799-86.7% | $2,338-89.8% | $2,281-89.5% |
| Participant deferral / active EE | $1,044 | $2,395-56.4% | $2,931-64.4% | $3,203-67.4% |
| Admin fee / account holder | $526 | $3,690-85.8% | $4,380-88.0% | $4,296-87.8% |